Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brice? Claim Your ProfileBrice Talley is a financial advisor in Charlotte, NC and is registered to offer investment advice in 53 states and territories. Brice works as an Investment Advisor Representative at TIAA-CREF Individual & Institutional Services, LLC. Brice has been in the industry since August of 2021, having previously worked at Ingles Markets, Inc. and First Citizens Bank. Brice holds Series 63, 65, and 7TO licenses. Brice offers financial planning, portfolio management for individuals, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
11/10/2021 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
IA
Issued 11/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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